+5,744.5%
MU vs KKR
+709.2%
+5,035.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.1% | -1.8% | -3.0% |
| 7D | +2.0% | -8.1% | +10.1% | +7.3% |
| 30D | +12.5% | -9.1% | +21.6% | +18.7% |
| 3M | +9.6% | +6.4% | +3.2% | +4.5% |
| 6M | +142.6% | +12.6% | +130.0% | +120.2% |
| YTD | +242.7% | -20.4% | +263.1% | +279.8% |
| 1Y | +599.3% | -27.1% | +626.3% | +711.7% |
| 3Y | +1,308.3% | +63.8% | +1,244.5% | +851.6% |
| 5Y | +1,263.7% | +67.6% | +1,196.1% | +758.3% |
| All | +5,744.5% | +709.2% | +5,035.3% | +1,330.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling